Research
FORUM TRANSCRIPT

Tuya – Overseas Business Project Operations & Development Momentum – 1 June 2021

  • Public Equity
  • TMT
  • Greater China
PREMIUM

Specialist

Former project director at Tuya Inc (Hangzhou Tuya Information Technology Co Ltd)

Agenda

  • Tuya’s (NYSE: TUYA) development stages, market positioning and core development strategies, plus advantages and disadvantages compared with peers
  • IoT PaaS, smart device distribution, SaaS and other business segments – business model, industry chain and profit model
  • 2020 and Q1 2021 performance review, development momentum across segments, main growth drivers and risks
  • IoT hardware factory supply chain management, overseas client software and hardware development processes, project cooperation models and charging models by client type, plus client feedback 5. Overseas client profile, revenue contribution and client development strategies

Questions

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